Anthropic and TeraWulf’s 401MW Kentucky lease leads a data-center finance day: Mels Dees at Techzine and Ana-Maria Stanciuc at The Next Web trace how AI capacity is moving through long leases, bank debt, and power delivery.

In this episode

1. AI company signs $19 billion lease on Hancock County site | State News | thenewsenterprise.com — The News-Enterprise

   AI company signs $19 billion lease on Hancock County site | State News | thenewsenterprise.com

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The artificial intelligence company behind the chatbot Claude signed a $19 billion, 20-year lease at a Kentucky data center campus being built in Hancock County.

California-based Anthropic will be the tenant at the Justified DataPower site in Hawesville, the…

TeraWulf signs AI mega-deal with Anthropic - Techzine Global — Techzine Global

TeraWulf signs AI mega-deal with Anthropic - Techzine Global

TeraWulf has signed a 20-year agreement with AI company Anthropic to develop a 401 MW AI campus in Kentucky. At the same time, the company is selling its majority stake in another AI data center project to Fluidstack.

The two transactions represent billions of dollars in future revenue and freed-up investment capital. The agreement…

TeraWulf signs 20-year Anthropic lease for 401 MW at Kentucky data campus, sells Abernathy stake for $530 million - Blockspace — Blockspace

TeraWulf signs 20-year Anthropic lease for 401 MW at Kentucky data campus, sells Abernathy stake for $530 million - Blockspace

AI, Bitcoin, Mining

# TeraWulf signs 20-year Anthropic lease for 401 MW at Kentucky data campus, sells Abernathy stake for $530 million

Jul 06, 2026

By Blockspace Staff

TeraWulf (NASDAQ: WULF) said Monday it entered into a 20-year lease with Anthropic for…

Nscale closes a $900m revolving credit facility to fund its data-centre build-out — The Next Web

Nscale closes a $900m revolving credit facility to fund its data-centre build-out

Nscale has closed a $900m revolving credit facility, a standing pool of borrowing it will draw on to speed up its data-centre build-out across the US, Europe, and Asia-Pacific, the company said on Tuesday. The London firm, which raised $2bn in a Series C at a $14.6bn valuation in March, is now stacking debt almost…

Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 Megawatts of Critical IT Load to CoreWeave — CNW

Galaxy Completes Phase I of Its Helios Data Center Campus, Delivering 133 Megawatts of Critical IT Load to CoreWeave Accessibility Statement Skip Navigation

Milestone marks the on-schedule delivery of Phase I and Helios's transition to revenue generating operations, with Phase II development continuing on schedule

NEW YORK, July 6, 2026 /CNW/ - Galaxy Digital Inc.(Nasdaq: GLXY) (the "Company"…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Anthropic’s $19 billion TeraWulf lease, reported by Georgia Butler at DCD, anchors a compute-heavy episode; South Korea adds GS Group and telco-scale AI data-center plans, while new Nature papers benchmark where AI methods still break.

In this episode

1. Anthropic signs $19bn, 20-year lease for Kentucky data center with TeraWulf - DCD — Datacenter Dynamics

   # Anthropic Signs $19B Data Center Lease: WULF Surges as AI Power Crunch Deepens

Author: Joshua Mitchell

Published: Jul 06 2026, 10:39 AM EDT

Published: 2026-07-06T10:39:54-04:00

Source: techtimes.com (techtimes.com)

Language: en

## Story

Anthropic Signs $19B Data Center Lease: WULF Surges as AI Power Crunch Deepens

[https://www.techtimes.com/](https://www.techtimes.com/)

-…

GS Group Builds Asia's Largest AI Data Center with 120 Trillion Won Investment — Chosun Ilbo

# GS Group Builds Asia's Largest AI Data Center with 120 Trillion Won Investment

Published: 2026-07-06T12:00:34.602000+00:00

Source: chosun.com (chosun.com)

Language: en

## Story

GS Group Builds Asia's Largest AI Data Center with 120 Trillion Won Investment

[조선일보 로고](https://www.chosun.com/english)

|…

Korean operators ramp up AI investments to make country an AI ... — Fierce Network

Korean operators ramp up AI investments in AI superpower pushKorean telcos are racing to turn AI ambition into infrastructure re

Cloud

# Korean operators ramp up AI investments to make country an AI superpower

KT and LG Uplus are making their own big AI infrastructure plays, pouring billions into AI data centers, network upgrades and more

The operator investment spree aligns with South…

A comprehensive benchmark of sequence-based subcellular localization predictors for human proteins | Nature Methods — Nature Methods

A comprehensive benchmark of sequence-based subcellular localization predictors for human proteins | Nature Methods

### Subjects

## Abstract

Computational sequence-based predictors of protein localization have the potential to accelerate the discovery of protein functions and interactions, thereby advancing our understanding of human biology and disease. While many methods have been proposed,…

Bio-inspired backpropagation-free training for optical neural networks | Light: Science & Applications — Light: Science & Applications

Bio-inspired backpropagation-free training for optical neural networks | Light: Science & Applications

### Subjects

- Fibre optics and optical communications

- Lithography

## Abstract

Optical Neural Networks (ONNs) can perform matrix operations at the speed of light and are expected to bring revolutionary advances in energy-efficient computing. However, traditional ONNs (T-ONNs) rely heavily…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

SK Telecom’s 15GW Korea data-center plan and Anthropic’s reported 1.4GW Australia tender show AI infrastructure scaling from clusters to national megaprojects, while IBM’s ScreenParse targets a lower-level bottleneck: screen grounding for computer-use agents.

In this episode

1. SK Telecom targets 15GW AI data center network in Korea's biggest-ever infrastructure push - The Herald Business — The Herald Business

   # SK Telecom Announces 15GW AI Data Center Buildout | Let's Data Science

Author: Let's Data Science

Published: 2026-07-05T06:22:04+00:00

Source: letsdatascience.com (letsdatascience.com)

Language: en

## Story

SK Telecom Announces 15GW AI Data Center Buildout | Let's Data Science

Skip to content

[](https://letsdatascience.com/)

[LDSLet's…

Anthropic Seeks 1.4 GW of Australian Data Centre Capacity in Multi-Billion Dollar Tender — TradeVae

Anthropic Seeks 1.4 GW of Australian Data Centre Capacity in Multi-Billion Dollar Tender

Anthropic has launched a tender to secure a minimum of 1.4 gigawatts of data centre capacity in Australia for a project that could cost up to $15 billion. The company aims to have at least 1 GW online by the end of 2027 and has invited major Australian operators to submit proposals for either a single large…

Moving Beyond Sparse Grounding with Complete Screen Parsing Supervision for ICML 2026 - IBM Research — IBM Research

Moving Beyond Sparse Grounding with Complete Screen Parsing Supervision for ICML 2026 - IBM Research

## Abstract

Modern computer-use agents (CUA) must perceive a screen as a structured state, what elements are visible, where they are, and what text they contain, before they can reliably ground instructions and act. Yet, most available grounding datasets provide sparse supervision, with…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

SK Telecom’s 15-gigawatt Korea AI data-center plan leads a capital-heavy infrastructure push, with SK hynix pledging KRW 100 trillion for NAND and packaging while Nvidia, CPP Investments, and Crusoe chase new financing models for AI compute.

In this episode

1. SK Telecom plans 15GW AI data center buildout across Korea by 2035 - The Korea Times — The Korea Times

   # SK Telecom plans 15GW AI data center buildout across Korea by 2035 - The Korea Times

Published: 2026-07-05T06:05:03+00:00

Source: koreatimes.co.kr (koreatimes.co.kr)

Language: en

## Story

SK Telecom plans 15GW AI data center buildout across Korea by 2035 - The Korea Times

Go to Top

[my times](https://www.koreatimes.co.kr/mytimes) [The Korea…

SK hynix Announces Investment Plan for the Chungcheong Region — SK hynix

SK hynix Announces Investment Plan for the Chungcheong Region

FACT

# SK hynix Announces Investment Plan for the Chungcheong Region

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▪ Announces a total investment of KRW 100 trillion in Cheongju.▪ Plans to build M17, a NAND production fab, and P&T7, an advanced packaging facility, in Chungcheong Region, an established hub ready for expansion.▪ “We will develop Chungcheong Region into the…

CPP Investments Partners with EQT to Support Global Digital Infrastructure Growth — Canada Newswire

CPP Investments Partners with EQT to Support Global Digital Infrastructure Growth Accessibility Statement Skip Navigation

Investment taps into growing demand for hyperscale, cloud and AI-ready digital infrastructure

TORONTO, July 3, 2026 /CNW/ - Canada Pension Plan Investment Board (CPP Investments) announced today it will invest US$1.75 billion (C$2.4 billion) to support EQT's strategy to…

Nvidia tests revenue share model for AI cloud buildouts | LavX News — LavX News

# NVIDIA Revenue Sharing AI Cloud Debuts With 210,000 GPUs: Flywheel or Vendor Finance Risk

Author: Richard L. Wells

Published: Jul 04 2026, 10:26 AM EDT

Published: 2026-07-04T10:26:08-04:00

Source: techtimes.com (techtimes.com)

Language: en

## Story

NVIDIA Revenue Sharing AI Cloud Debuts With 210,000 GPUs: Flywheel or Vendor Finance…

AI data center builder Crusoe reportedly raising $3B at $30B valuation - SiliconANGLE — SiliconANGLE

AI data center builder Crusoe reportedly raising $3B at $30B valuation - SiliconANGLE

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UPDATED 21:06 EDT / JULY 03 2026

AI

### AI data center builder Crusoe reportedly raising $3B at $30B valuation

Data center builder Crusoe Inc. is reportedly in talks to raise a $3 billion funding round.

Bloomberg on Thursday cited sources as saying that the deal could value the company at $30…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

SK Telecom put a $91.5 billion AI data-center plan into South Korea’s Yeongnam region, while SoftBank, China Mobile, and Microsoft added their own compute buildouts. The AI race is reading less like model hype and more like grid-scale industrial policy.

In this episode

1. SKT to invest $91.5 bil. for 'hyperscale' AI data centers in Yeongnam - The Korea Times — The Korea Times

   # SKT to invest $91.5 bil. for 'hyperscale' AI data centers in Yeongnam - The Korea Times

Published: 2026-07-03T07:46:02+00:00

Source: koreatimes.co.kr (koreatimes.co.kr)

Language: en

## Story

SKT to invest $91.5 bil. for 'hyperscale' AI data centers in Yeongnam - The Korea Times

Go to Top

[my times](https://www.koreatimes.co.kr/mytimes) [The Korea…

SoftBank plans to rent AI compute in U.S. at 10-gigawatt scale - The Japan Times — The Japan Times

SoftBank plans to rent AI compute in U.S. at 10-gigawatt scale - The Japan Times

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China Mobile brings $737 million Yangtze Delta AI computing hub online - The Yangtzeer — The Yangtzeer

China Mobile brings $737 million Yangtze Delta AI computing hub online - The Yangtzeer

- First phase of the Jiashan computing center has been delivered, marking the launch of one of China Mobile’s largest regional AI infrastructure projects

- Facility anchors China’s “East Data, West Computing” strategy and supports government services, healthcare and enterprise AI workloads

China Mobile, one…

Trump gets OpenAI to offer US 5% stake, far lower than Sanders’ target — Ars Technica

OpenAI CEO Sam Altman is reportedly in active talks with the Trump administration about the US potentially acquiring a 5 percent stake in the leading AI firm. Insider sources told the Financial Times that these talks are in “early stages,” but Altman “has argued that giving the public a financial stake in the company is the best way to share the upside of AI.” Donald Trump favors the idea, and…

Microsoft signs land purchase agreement for data center in Grevenbroich, Germany - DCD — DataCenter Dynamics

Microsoft signs land purchase agreement for data center in Grevenbroich, Germany - DCD

01 Jul 2026

# Cloud Capital and Realty Income partner for $6bn data center joint venture fund

https://www.datacenterdynamics.com/en/news/cloud-capital-and-realty-income-partner-for-6bn-data-center-joint-venture-fund/

# DCD Magazine #61 - Life and death on a…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Anthropic’s Claude models cleared U.S. export curbs as Meta weighed selling spare AI compute and SK, National Grid, and Firmus lined up enormous power-and-data-center bets, showing the AI race moving from model demos to supply chains and grid access.

In this episode

1. National Grid Ventures to invest $1.75bn to accelerate power solutions for U.S. data centers and AI — PR Newswire

   National Grid Ventures to invest $1.75bn to accelerate power solutions for U.S. data centers and AI Accessibility Statement Skip Navigation

WASHINGTON, July 1, 2026 /PRNewswire/ -- National Grid Ventures (NGV), the commercial arm of National Grid plc, has agreed to invest $1.75 billion for a 35% stake in Joulent LLC, forming a broad strategic partnership to develop contracted power and…

After spooking Trump into safety testing, Anthropic AI models get global release — Ars Technica

The US has lifted export curbs on Anthropic’s newest Claude models, Fable 5 and Mythos 5, about three weeks after the Trump administration flagged the models as national security risks . As of today, Anthropic confirmed in a blog post , Fable 5 will be available globally, and US organizations have had access restored to Mythos 5 since June 26. Anthropic said it is now working with the government…

SK's Chey Pledges $654 Billion for AI Data Centers, $261 Billion for a New Chip Cluster — TechTimes

SK's Chey Pledges $654 Billion for AI Data Centers, $261 Billion for a New Chip Cluster

SK Group Chairman Chey Tae-won attends the briefing announcement of public-private collaboration projects at the presidential Blue House in Seoul on June 29, 2026. South Korea will invest nearly $1.2 trillion -- equivalent to more than two-thirds of its GDP -- in a new chip-building hub and AI data centres…

Meta, like SpaceX, looks to turn excess AI compute into cash — TechCrunch

Meta Enters AI Cloud Market: Neocloud Rivals CoreWeave and Nebius Crater

Meta.com

Meta Platforms is developing plans to sell its surplus AI computing capacity to outside customers, Bloomberg News reported Wednesday, a move that would make the social media company a direct competitor to Amazon Web Services, Microsoft Azure, and Google Cloud — while simultaneously threatening two of its own…

Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives, Digital Platforms and Services | TelecomTV — TelecomTV

Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives, Digital Platforms and Services | TelecomTV

### Digital Platforms and Services

https://www.telecomtv.com/content/digital-platforms-services/

# Firmus to build 170,000 GPU AI factory campus with NVIDIA for global AI-natives

###### Via Firmus

Jun 30, 2026

Firmus Technologies today announced a strategic compute…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Samsung and SK Hynix are part of South Korea’s expanding AI-infrastructure bet, with Heekyong Yang reporting chip pledges and Gigi Onag detailing an 18.4GW data-center plan; Google, AWS and Ars fill in model-speed and AI-browser-risk moves.

In this episode

1. Samsung and SK Hynix’s mega South Korea chips gamble tests optimism of AI cycle - The Japan Times — The Japan Times

   Samsung and SK Hynix’s mega South Korea chips gamble tests optimism of AI cycle - The Japan Times

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- Soccer

- Baseball

- Basketball

- Tennis

- Olympics

- More sports

OPINION

Environment

- CLIMATE CHANGE

- Energy

-…

South Korea plans massive 18.4GW AI data center buildout by 2035 — Light Reading

South Korea plans massive 18.4GW AI data center buildout by 2035

# South Korea plans massive 18.4GW AI data center buildout by 2035

The two-phase megaproject is expected to cost around $650 billion over the course of ten years. It will be built in partnership with the SK Group, the GS Group and Naver.

Gigi Onag, Senior Editor, APAC,Light Reading

June 30, 2026

3 Min Read

(Source:…

Google's new Nano Banana 2 Lite image model is its fastest and cheapest yet — Ars Technica

There are plenty of AI image-generation models these days, but the ones capable of quality outputs tend to be slow and expensive. Google DeepMind says its new image model, known as Nano Banana 2 Lite, offers the best balance of quality and speed. It's available today across the Google ecosystem, creating images in a fraction of the time it takes Google's beefier models . The new model is part of…

Claude Sonnet 5 now available on AWS - AWS — Amazon

# Claude Sonnet 5 now available on AWS - AWS

Published: 2026-06-30T16:00:00+00:00

Source: aws.amazon.com (aws.amazon.com)

Language: en

## Story

Claude Sonnet 5 now available on AWS - AWS Skip to main content

[https://aws.amazon.com/?nc2=h_home](https://aws.amazon.com/?nc2=h_home)

Filter: All

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- [Contact us](https://aws.amazon.com/contact-us/?nc2=h_ut_cu)

- [AWS…

New attack provides one more reason why AI browsers are a bad idea — Ars Technica

Makers of AI browsers make lofty promises. With a single prompt, users can ask one to find a restaurant in a particular part of town, reserve a table, invite a colleague to lunch, and email a confirmation. These makers are much more reticent about the risks of blurring the once fine line between browsing sites and asking a large language model a question or instructing it to take potentially…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

South Korea’s $1T AI infrastructure push leads as SiliconANGLE’s Maria Deutscher reports Samsung and SK hynix are anchoring a massive fab buildout, while CoreWeave and Nixxy add new AI data-center capacity in Europe and North Dakota.

In this episode

1. South Korea launches $584B chip manufacturing initiative with Samsung, SK hynix - SiliconANGLE — SiliconANGLE

   South Korea launches $584B chip manufacturing initiative with Samsung, SK hynix - SiliconANGLE

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UPDATED 16:52 EDT / JUNE 29 2026

INFRA

### South Korea launches $584B chip manufacturing initiative with Samsung, SK hynix

The South Korean government today announced a 900 trillion won, or $584 billion, initiative to grow the country’s chip manufacturing capacity.

Officials also plan to…

South Korea to spend $1T on more memory chip production and humanoid robots - Ars Technica — Ars Technica

South Korea to spend $1T on more memory chip production and humanoid robots - Ars Technica

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South Korea’s government and top tech companies are committing $1 trillion to several flagship megaprojects that could bolster global memory chip supply, build…

• “The title sounds to me like: I am going to spend $1000 in groceries and dance lessons. That is, two very different things lumped together. Memory chips are like groceries, essential commodity parts, a no-nonsense investment. Humanoid robots are like dance lessons, it is cool, it…” — Hacker News (223 pts thread)

  Our take: We buy the split: memory capacity is an immediate bottleneck with paying customers, while humanoids are a platform bet. But South Korea is also trying to own more of the AI stack than HBM, so the bundle is industrial strategy, not random shopping.

• “Why humanoid? Surely there must be a superior physical form factor than one mimicking human anatomy. Is it just supposed to be more psychologically acceptable?” — Hacker News (223 pts thread)

  Our take: Humanoid is a bad default for greenfield factory automation, but it makes more sense if the robot has to use existing tools, aisles, and safety routines. The test is whether Boston Dynamics can beat boring automation on cost per task, not vibes per torso.

• “> $585B on new fabs, This is how overcapacity happens in a commodity. The is a rush to expand capacity to meet demand, and there will be overshoot. I hope these factories are built quickly so the memory crunch eases.” — Hacker News (223 pts thread)

  Our take: Yes — memory cycles punish everyone who extrapolates peak demand forever. The counterpoint is that HBM is not generic DRAM, and AI cluster buildouts are supply-constrained now; the risk is that these fabs arrive after the panic.

CoreWeave Collaborates With Conapto to Expand Sweden AI Cloud Capacity — TradingView News — TradingView News

CoreWeave Collaborates With Conapto to Expand Sweden AI Cloud Capacity — TradingView News

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# CoreWeave Collaborates With Conapto to Expand Sweden AI Cloud Capacity

3 min read

CoreWeave, Inc. CRWV has announced a new colocation agreement with Conapto, a provider of scalable, secure and sustainable data center solutions. The partnership covers two data center…

Nixxy And Tachyon 9 Advance $1 Billion AI Data Campus In North Dakota — Pulse2

Nixxy And Tachyon 9 Advance $1 Billion AI Data Campus In North Dakota

# Nixxy And Tachyon 9 Advance $1 Billion AI Data Campus In North Dakota

By Amit Chowdhry • Today at 3:36 PM

Nixxy And Tachyon 9 Advance $1 Billion AI Data Campus In North Dakota

Nixxy announced that its proposed strategic combination with Tachyon 9 is advancing the Nakota Data Campus, a planned $1 billion AI infrastructure…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

GS Group’s 30 trillion won AI data-center plan leads a week of hard-infrastructure bets, with Amazon expanding AWS in India, AMD and Rackspace locking in 30 MW of compute, and the New York Times sharpening its Microsoft-OpenAI copyright claims.

In this episode

1. GS Group to Invest 30 Trillion Won in Asia's Largest AI Data Center | Aju Press — Aju Press

   # GS Group to Invest 30 Trillion Won in Asia's Largest AI Data Center | Aju Press

Published: 2026-06-29T16:56:00+09:00

Source: m.ajupress.com (m.ajupress.com)

Language: en

## Story

GS Group to Invest 30 Trillion Won in Asia's Largest AI Data Center | Aju Press

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Amazon Is Putting $48 Billion Into India: Here's What That Actually Means — ABP Live

Amazon Is Putting $48 Billion Into India: Here's What That Actually Means

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## Amazon just added $13…

AMD partners with Rackspace to deploy 30 MW of AMD AI compute — Evertiq

AMD partners with Rackspace to deploy 30 MW of AMD AI compute

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Ad

# AMD partners with Rackspace to deploy 30 MW of AMD AI compute

## At full deployment, 30 MW of dedicated AMD compute across Rackspace’s footprint will represent meaningful capacity to serve regulated enterprise workloads, including healthcare providers who have expressed early interest in accelerated compute.

AMD and…

NYT slams Microsoft for building copyright-infringing supercomputer for OpenAI — Ars Technica

NYT targets Microsoft supercomputer In 2023, the NYT became the first major publisher to sue OpenAI. The prominent newspaper alleged that ChatGPT was illegally trained on its articles, infringed on its copyrights by outputting articles verbatim, and caused market harms by positioning ChatGPT as a substitute for a NYT subscription, as well as reputational harms by falsely attributing claims to NYT…

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].

Anthropic accused Alibaba of racing to clone Claude and urged Congress to punish Chinese labs, while Valor’s Daniela Braun reports Ada Infrastructure is putting R$2.7bn into Brazil data centers. The stakes: model IP, compute supply, and what AI buildout numbers really mean.

In this episode

1. Anthropic says Alibaba must be punished for largest Claude cloning attack — Ars Technica

   Anthropic accused Alibaba of “brazenly” racing to make a copycat Claude, seemingly unfazed by Trump’s threats to crack down on foreign efforts to copy US frontier models despite depending on US investors. “Alibaba is listed on the New York Stock Exchange, maintains business operations in the United States, and is accountable to US investors and regulators,” Anthropic’s letter noted, “yet this…

2. Ada to invest R$2.7bn in Brazil data centers — Valor Econômico

   Ada to invest R$2.7bn in Brazil data centers

Business

# Ada to invest R$2.7bn in Brazil data centers

## U.S.-based company begins construction of three facilities in Franco da Rocha, São Paulo

Por Daniela Braun — São Paulo

25/06/2026 15h00 Atualizado há 11 horas

---

Data center infrastructure company Ada Infrastructure, headquartered in the United States, has begun construction of three…

Step Back — When investors announce a '$30 billion AI data center buildout' or a '20-megawatt compute deal,' what are we actually measuring — power, GPUs, customer demand, or financial engineering — and which number best tells us whether this is durable infrastructure or bubble-era overbuild?Background sources

• AI infrastructure gaps | Deloitte Insights — Deloitte Insights
• 2026 Market Outlook for Global Data Centers | JLL Research — JLL Research
• Data center power: Why the key risk is under delivery, not overbuild - Janus Henderson Investors - UK financial professionals — Janushenderson
• Big Tech Promised $650 Billion in Data Centers. Most of It Isn't Being Built - Bricks & Bytes — Bricks Bytes
• Beyond the Bubble: Why AI Infrastructure Will Compound Long after the Hype | KKR — KKR

Daily TopFive for AI Daily Briefing. Links above go to the original articles. Follow and rate AI Daily Briefing on Apple Podcasts. Feedback? Email [email protected].